Alan Gross

Get Ready for Back-To-School with 529 plans

Get Ready for Back-To-School with 529 plans

For many Americans, summer means pool days, baseball games, and perhaps a summer vacation. While we’re all enjoying more time outdoors (or indoors away from oppressive heat waves), the dog days of summer also mean back-to-school season is looming right around the...

read more
What Will Your Lifestyle Cost in Retirement?

What Will Your Lifestyle Cost in Retirement?

Here’s a question I often pose to soon-to-be retirees: “What does it cost to be you?” The point of asking is to see if you know the cost of your lifestyle.  My experience tells me most clients don’t know the answer. I then urge them to track their spending so...

read more